📉 TL;DR – Last Week in 60 Seconds
The Fed cut rates by 0.25% and hinted at a pause next, keeping markets guessing about 2026. Stocks enter the week a little bruised: the S&P 500 slipped while the tech led the pullback, but the Dow and small caps held up. Investors are acting picky—rewarding steady earners and punishing “growth” stocks.
Gold jumped and the U.S. dollar eased, a classic sign of mild “risk-off” positioning. Bitcoin slid over the weekend. The biggest speed bump ahead is Thursday’s Consumer Price Index (CPI)* inflation report.
Quick Levels → Last week’s change
S&P 500: 6,827.42 | ↓0.63%
Nasdaq 100: 25,196.73 | ↓1.93%
Dow: 48,458.06 | ↑1.05%
Russell 2000: 2,551.46 | ↑1.19%
Gold/oz: $4,300 | ↑2.40%
Bitcoin (BTC): $89,169 | ↓2.50%
DXY (U.S. Dollar index): 98.39 | ↓0.60%
🚀 Top Movers Last Week
Source: Alphabet
Tilray Brands (TLRY) ↑65.31% — Report Trump may move marijuana to Schedule III, a less-restricted category, sparked cannabis rally.
Warby Parker (WRBY) ↑45.98% — Google partnership to build AI smart glasses (due 2026) kicked off a speculative surge.
Carvana Co. (CVNA) ↑13.99% — S&P 500 addition news sparked buying from funds that track the index, boosting momentum.
Oracle (ORCL): ↓12.69% — Missed forecasts, heavier AI data-center spending, and reports of data centers for OpenAI being delayed to 2028 revived bubble fears; debt and spending worries deepened.
Broadcom (AVGO) ↓7.77% — Margin warning tied to AI system sales spooked investors, triggering profit-taking in a giant chipmaker.